IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$867K 0.12%
5,936
+152
202
$867K 0.12%
5,369
+138
203
$862K 0.12%
9,002
+3,100
204
$860K 0.12%
7,917
+2,749
205
$857K 0.12%
18,386
+269
206
$857K 0.12%
13,873
+7,949
207
$856K 0.12%
71,400
+10,600
208
$852K 0.12%
27,331
-9,119
209
$850K 0.12%
13,438
+2,334
210
$849K 0.12%
86,320
+18,100
211
$846K 0.12%
14,895
-6,737
212
$844K 0.11%
+77,958
213
$842K 0.11%
18,676
-2,656
214
$839K 0.11%
14,666
+1,754
215
$838K 0.11%
9,352
+2,464
216
$834K 0.11%
105,868
+19,430
217
$829K 0.11%
14,688
-819
218
$829K 0.11%
15,524
+2,428
219
$816K 0.11%
34,450
+1,935
220
$816K 0.11%
3,671
+822
221
$807K 0.11%
4,981
+1,224
222
$795K 0.11%
4,834
+1,703
223
$794K 0.11%
126,168
+24,304
224
$792K 0.11%
7,888
+150
225
$791K 0.11%
6,365
+610
7 8
9
10 11